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Overlap: The online mutual fund analysis tool

 
   
 
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a Web-based mutual fund analysis tool that reviews your clients' or prospects' mutual funds and individual equities.

an easy to use application that provides a comprehensive portfolio review and can evaluate equity and sector allocation in mutual funds on a percentage basis.

a "must have" resource that can be used as a strong sales tool.

 

generate new business by showing prospects the lack of diversification in their 401K and/or mutual fund portfolio.

review holdings at a touch and consider changes to add diversification.

see quickly if a fund would be a good "fit" for an existing portfolio.

with Institional Liscensing, Overlap can provide tools for your financial advisors.

 

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611 W. 57th Street
Kansas City, MO 64113
Phone: 1-800-Overlap
info@overlap.com